Our Approach

Why “Waypoint”?

Per Merriam-Webster:

“\ ˈ wā- ˌ p ȯ int\: an intermediate point on a route or line of travel”

A Waypoint is a reference point along a route that helps us know where we are and where we’re going. Waypoints help us find our way. They help us know when to change course, and they help us measure our progress toward a destination. By doing so, they help us have peace of mind that we are on the correct route to our destination.

We believe our name Waypoint Wealth Advisors describes precisely what we do every day for our clients. We help you navigate life’s changes, challenges and opportunities as you make progress toward your financial goals, striving to provide you with peace of mind around your finances as you do so.


Background and qualification information is available at FINRA's BrokerCheck website


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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)